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찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
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19 Jun, 7 tweets, 2 min read
look here broskimos, in a bera market

its a choice between either ponzis that are sky diving towards $0

or stablecoins at basically 0% yields

you dont get fat double digit yields in USD all year round for doing jack shit

sorry i wish it was different but i dont make the rules
i will post a snapshot of some simple benchmarks later so that when we look back next time and we can see how things turned out
yield in USD is the reward you get for missing out and not holding ponzis that are going up everyday

no yield in USD is the reward you get for not holding ponzis that are going down everyday
snapshots:

compound-DAI 2.49%
compound-USDC 1.97%
compound-USDT 1.94%

aave-DAI 2.48% + 0.87%
aave-USDC 2.28% + 3.30%
aave-USDT 2.70% + 2.89%

curve-compound 2.67% + 2.81%
curve-3pool 0.53% + 2.51%
curve-yUSD 4.69% + 1.18%
yearn-DAI 7.02%
yearn-USDC 6.43%
yearn-USDT 7.16%
yearn-compound 6.37%
yearn-3pool 7.27%
yearn-yUSD 5.65%

yearn-USDN 25.24%
yearn-EURS 23.44%
yearn-alUSD 13.83%
yearn-sAAVE 11.81%
also adding these 3 on polygon cos why not since im already checking

curve-aave 3.64% + 13.36% + 0.66%
quick-USDC/USDT 12.95%

sushi-USDC/USDT 89.78% (???? looks broken) Image
imo, yields have already started collapsing

it used to be absolutely trivial to get 40%+

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More from @DegenSpartan

찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
20 Jun
a while ago, i had an idea for stabilizing the $sUSD peg by incentivizing resting buy orders in tiers based on how close they were to the $1 peg

eg. LPs in tight ranges get more rewards for taking on more risk

this can now be done with uni V3, rewarding different pool ranges
this idea didnt work on uni v1 or v2 since you would be providing for the whole range

and it wouldnt work on CEXes cos you want things publicly verifiable

and DEX limit orders arent very popular
during the bear market i think teams will become a lot more mindful about their inflationary spending and "capital efficiency" would become less of a meme

now everyone just copies the same template models because no one is being forced to evolve better ones, yet
Read 4 tweets
찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
19 Jun
kinda surprised alts didnt get absolutely massacred on the down move a few hours ago

its okay, there's always next time
an alt going -99.99% is just an alt that already dropped 70% and goes down another 99%
for many alts, there is no "floor"

the floor is the last capitalized whale with any ammo left, willing to buy out dead bodies
Read 4 tweets
찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
18 Jun
the irony of the passive income meme is that its the same thing between selling high and booking cap gains vs hodling down "productive assets" that squirts out piss

maybe not really if you are tax cucked, but oh well if so sucks to be you then
of course, productive assets are not as toxic as pool 2 ponzi tokens

but some are and maybe you are lying to yourself that they arent
its not to say that "passive income" is bad

its just that generally the r/r is better to NOT be in passive plays because of the massive preference (which causes relative overvaluation) to the passive plays, which i think is particularly obvious in the tradfi world
Read 4 tweets
찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
15 Jun
one of the reasons why i was drawn to crypto is because it was (and still largely is) a very overlooked strategy for wealth accumulation that i had assessed to have "generational once in a lifetime" opportunities because of the extremely broken risk/reward skew
in a similar train of thought

one of the reasons why i play the markets the way i do with stables and long-only crypto (i rarely short) is because i think its the best r/r strategy for wealth accumulation, especially if you live probabilistically and are playing across time
why do i say "probabilistically"?

because "no one knows what will happen", but if you're experienced and in deep enough, you have significantly better odds of "guessing" how things pan out

you want to be able to profit in any of the most likely outcomes and ignore the rest
Read 8 tweets
찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
14 Jun
based on my complicated and advanced high level analysis of hodl waves i have concluded that we will see a second and higher peak later this year or early next year, similar to 2013 where there was a "false" peak signal

unchained-capital.com/hodlwaves/
please do not change the colors of my circles, they are very important and not interchangeable
i did "older" coins so you can see what the older money is doing, but only in the 1-3y bands so its more comparable to 2013

"OGs" are usually better at selling into run ups, then stacking in a bear market

looks like they still have a lot to sell, potentially promising for ATHs
Read 4 tweets
찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI Profile picture
14 Jun
im very sure we see project / DAO funded vtubers this decade

3D has shortcomings that 2D solves

the independents will weild the most power, similar to the accounts now that are not tied to perma cheerleading just 1 coin / project
deep long range psyops will be secretly funding a vtuber account and grooming it as independent by public perception for months before turning on the psyops to pivoting and subtly shilling the things you want shill
i would say that such advanced techniques wont be needed to be employed for quite a while

the current pool of participants are easily subdued with low tier psyops
Read 5 tweets

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